Branch Banking Client Consultant II-Licensed

Flagstar; Hauppauge (NY); On-site; USD 22,000 - 35,000; Full time

Job summary

Flagstar is seeking a Branch Banking Client Consultant II-Licensed in Smithtown, NY to help clients meet their financial goals. The role emphasizes client management, retention, and referrals to mortgage and business banking partners, with increased lending and basic investment interactions.

The position focuses on delivering tailored financial advice through in-person and phone discussions, while meeting sales and service targets within regulatory guidelines.

Qualifications

• High School diploma or equivalent required.
• 4–5 years customer service and sales experience, preferably in financial services.
• Licensing: NMLS, SIE, Series 6, and Series 63/66 within stated timelines.

Responsibilities

• Support sales targets and client acquisitions to drive growth in deposits, loans, and non-interest income.
• Provide excellent client experience by answering questions, resolving issues, and guiding clients to appropriate specialists.
• Execute transactions accurately and compliantly while managing risk and ensuring regulatory compliance.
• Engage in discovery conversations to offer customized financial advice with Financial Consultants.

Skills

Customer service

Sales

Financial services

Communication

Education

High School diploma or equivalent

Job description

Position Title

Branch Banking Client Consultant II-Licensed

Location

Smithtown, NY 11787

Job Summary

The Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Pay Range: $19.13- $23.91 - $28.69 Hour

Job Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants

Job Requirements

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Minimum experience required: 4 – 5 years customer service and sales experience, (including in the financial Services industry)
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Ability to train and mentor others, including products and platform procedures
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Benefits | Flagstar Bank

Pay Range

$16.28 - $25.06